Ed Swenson
Ed Swenson is an Executive Vice President and President of Advisor Group RIA Solutions of Osaic, one of the country's largest providers of wealth management solutions. He is responsible for the creation, execution, and management of the firm's RIA-only and hybrid channel strategy, and leads the development of an industry-leading corporate RIA platform for fee-based advisors. Swenson is a leader known for championing entrepreneurs and the RIA space. Prior to joining Osaic, he was the Co-Founder and Chief Operating Officer of Dynasty Financial Partners, a wealth technology and professional services firm. Prior to Dynasty, he served as a Portfolio Manager at Legg Mason and Vice President of Multiple Discipline Account Platforms at Citigroup. He has also authored numerous articles for publication and frequently speaks at industry events about his experience designing, leading, and executing strategic initiatives within the RIA space.
Ed Swenson Professional Experience / Academic History
Professional Experience
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Executive Vice President and President of RIA Solutions
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Co-Founder and Chief Operating Officer
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Portfolio Manager
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Vice President of Global Markets
Academic History
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Bachelor of Science
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M.B.A., Management
Since joining Osaic, Swenson has been expanding the firm's options for advisors who want to operate without a FINRA license.
He oversees RIA implementation and manages the firm’s overall channel strategy, offerings, partnerships, delivery, and value realization for RIA clients.
He leads his team in providing the technology and wealth management tools that empower their advisors.
EARLY CAREER
Swenson was a Portfolio Manager for Legg Mason, responsible for enterprise relationships, new product development, and distribution with both the buy-side and sell-side coverage.
He served as Vice President of Global Markets at Citigroup where he oversaw client-managed money platform, portfolio reporting, managed account portfolio set-up, trading, and rebalancing.
He also oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division.